We know life is full of financial decisions. Here at Legacy Investment Planning, we want to help you get the results you want by simplifying complex information and helping you avoid common pitfalls.
We are an independent firm, which simply means that we can build a custom financial plan for you. We have a unique ability to develop planning strategies with you in mind – ones that may help reduce volatility, help avoid unnecessary taxes, and create a lasting legacy for your family and your future.
Our promise is this: we will always provide you with the solutions while also having your best interest at heart.
We love what we do and work hard every day for our clients and their families. We would welcome the opportunity to speak with you and learn more about how we can serve you.
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.
Where will your retirement money come from? We help our clients retire with confidence!
Developing unique tax and Estate planning strategies for our clients. We work with your CPA, Attorney or Tax Professional to provide clarity and results.
A sound insurance program can help protect your family from the financial consequences of unexpected events.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Integrity. Guidance. Results. We Believe values matter, and we live by ours every day.